Data Analytics
Transcript: - Midwest needs changes to their customer facing and portal account summary documents - Late fee automation – work was deferred from last summer Regions Affected: Primarily Midwest, but all could benefit from Late Fee Automation Current Estimate: TBD – more analysis needed Status: - 8 items identified with more requirements forthcoming from Sales organization - Five tickets submitted – some of which were formatting issue that were deferred until the rework of customer facing documents Training Needs Data, Programmed Reports and Interface “Easy to read, often single page, real-time user interface, showing a graphical representation of the current status (snapshot) and historical trends of an organization’s key performance indicators to enable instantaneous and informed decisions to be made at a glance." [Wikipedia] - Data is inconsistently defined and exists in many places - Review of count purposes and accuracy is needed to streamline sales, operations and accounting processes Regions Affected: All Current Estimate: TBA – analysis needed Status: - No Items have been identified - No Tickets or SORs created Progress to Date Are we developing one system? Dev Tickets- (57) 25 in dev pipeline 10 with BA’s for specs 22 inadequate SOR Treatment Regions Affected: Midwest and Toronto Current Estimate: TBD – more analysis needed Status: - (1) ticket created and currently being worked - No other tickets or SORs submitted Best in class system (?) Improve processes Additional functionality Accurate, relavant, timely data Reliable system, easily maintained, quick response Flexible, brand independence Supports Portal. Websites, DW Business Analytics, BI & Dashboards Tools Data clean up and corrections Remove old data (e.g. old data migrations) Correct existing data (duplicates, incorrect defaults) Auto-populate new data (e.g. accounts, opportunities) Programmed reports Customer facing Internal Interface Change screens (e.g. hide fields) Detailed requirements definition IT resources / other projects Current state of system / code and versioning management Communication / logistics / prioritization Funding Development needed for Optional Items Prices Tab on Quote Entity has a few small items need to be fixed Full review is needed - Regions Affected: All - Current Estimate: 25 man days - Status: (4) items have been identified (1) ticket has been submitted and currently in development Three other items have no tickets submitted or SORs Expenditure IT/Maslow Update Discussion - Each year each department in the businesses request training Regions Affected: ALL Current Estimate: TBD – more analysis needed Status: Currently gathering training requirements from businesses Fixing System Issues New development > 2 days Bugs and new dev <2 days Changes to docs and reports Data population and clean up Passenger Count Streamlining Some functionality exists, but more needed Will address TO Insurance Options, Midwest RGP Allocation and Gaps for Montreal - Regions Affected: All - Current Estimate: 25 man days - Status: (3) Items have been identified (1) ticket created with specification document attached (ticket will cover 2 items) (1) item with no ticket or SOR Recommendation would be to review with businesses to ensure all requirements are identified before development works begins Montreal Gaps Identified, no specs Data Warehouse High speed and data volume Trend analysis Integrate data sources Presentation and reporting tools Relatively Expensive Lot of up front work 1. Simple: integrated Excel ‘Powerpivots’ with standard analytic functions other software with ‘souped-up’ interfaces, leveraging Excel 2. More complex: sophisticated databases designed for data analytic needs, with customized reports and interfaces Tour Director Functionality Each location has own database, with small differences. They could be brought together, though no need if we set up data warehousing. They share same QDM, VTM and CRM code and presentation layer There are different instances of GP accounting because of different base currencies. No way around this. So there are two sets of GP integration code as well. Top 10 list Consolidate education business's multiple technology platforms into a customized MS reservation system. - Operations processes for each business have changed over the years - Review and analysis needed to streamline operations functionality including bookings and OUT/VTM Regions Affected: All Current Estimate: TBA – analysis needed Status: - (1) item identified – no ticket or adequate SOR - Recommendation would be to meet with businesses to review processes and gather requirements System Structure Data extraction and analysis tools/structure (All are cheaper than developing reports using code) TOP 10 ITEMS Brightspark USA and Canada On version 2.0 with Integrated Portal Many performance/stability problems rectified limited data analytics, poor strategic reporting Jumpstreet On version 1.0, Stand alone portal Gap analysis complete, plan to go